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Kingsview Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Kingsview Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.89M Sell
5,309
-657
-11% -$245K 0.03% 525
2025
Q4 		$2.23M Buy
5,966
+544
+10% +$201K 0.03% 457
2025
Q3 		$1.98M Buy
5,422
+2,706
+100% +$953K 0.03% 451
2025
Q2 		$922K Sell
2,716
-73
-3% -$22.9K 0.02% 605
2025
Q1 		$856K Sell
2,789
-405
-13% -$131K 0.02% 587
2024
Q4 		$1.03M Sell
3,194
-9,855
-76% -$3.19M 0.02% 536
2024
Q3 		$4.1M Sell
13,049
-739
-5% -$224K 0.09% 226
2024
Q2 		$4.1M Buy
13,788
+10,453
+313% +$3M 0.1% 204
2024
Q1 		$960K Sell
3,335
-547
-14% -$150K 0.02% 508
2023
Q4 		$1.02M Sell
3,882
-585
-13% -$143K 0.03% 467
2023
Q3 		$1.05M Buy
4,467
+2,810
+170% +$688K 0.04% 418
2023
Q2 		$404K Buy
1,657
+456
+38% +$105K 0.02% 648
2023
Q1 		$271K Buy
1,201
+112
+10% +$24.6K 0.01% 745
2022
Q4 		$229K Buy
+1,089
New +$231K 0.01% 751
2022
Q2 		– Sell
-867
Closed -$217K – 870
2022
Q1 		$217K Sell
867
-22
-2% -$5.43K 0.01% 796
2021
Q4 		$235K Buy
889
+22
+3% +$5.66K 0.01% 818
2021
Q3 		$210K Hold
867
– – 0.01% 791
2021
Q2 		$211K Buy
+867
New +$204K 0.01% 809
2019
Q2 		– Sell
-1,324
Closed -$208K – 486
2019
Q1 		$208K Buy
+1,324
New +$200K 0.03% 423
2018
Q2 		– Sell
-1,601
Closed -$235K – 398
2018
Q1 		$235K Sell
1,601
-194
-11% -$29.5K 0.06% 282
2017
Q4 		$267K Buy
1,795
+142
+9% +$20.6K 0.1% 258
2017
Q3 		$231K Buy
+1,653
New +$227K 0.1% 244

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kingsview Wealth Management's IWB Position: Q1 2026 in Review

Kingsview Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 11% in Q1 2026, selling an estimated $245K and leaving 5,309 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #525.

Kingsview Wealth Management first reported a position in IWB in Q3 2017 and has held it in 22 quarters since. The position peaked at $4.1M in Q2 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Kingsview Wealth Management held 5,309 shares of iShares Russell 1000 ETF worth $1.89M as of Q1 2026.
  • Kingsview Wealth Management sold 657 iShares Russell 1000 ETF shares in Q1 2026, an estimated $245K.
  • iShares Russell 1000 ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q1 2026, its #525 holding.
  • Kingsview Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2017 and has held it in 22 quarters since.
  • Kingsview Wealth Management's iShares Russell 1000 ETF position peaked at $4.1M in Q2 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.